Plan Snapshot
- Plan Sponsor: Harvard Maintenance, INC.
- Sponsor EIN: 131954860
- Sponsor Address: 201 SOUTH BISCAYNE BLVD, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 4,178
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,178 | $29.4M | $924,459 | $3.2M |
| 2023 | 2,302 | $25.7M | $737,536 | $2.9M |
| 2022 | 2,120 | $19.6M | $715,741 | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WISS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $68,884 | — | — | — | — |
| 2023 | $68,410 | — | — | — | — |
| 2022 | $68,129 | — | — | — | — |